by lauren@ldpdevelopment.co.za | Feb 7, 2020 | Asian Equities, China, EFG GLOBAL YUAN PORTFOLIO, Investment Ideas, Yuan
Despite the sharp fall in Chinese assets at the end of January 2020 because of the Wuhan coronavirus, the EFG GLOBAL YUAN PORTFOLIO Index Certificate that we advise delivered a positive performance over the month and now stands at +23.23 % performance net of all fees...
by lauren@ldpdevelopment.co.za | Jul 31, 2019 | Asset Allocation, commodities, Investment Ideas
In an environment where two of the main asset classes trade at elevated valuations and are rolling over, it is imperative to find other investment alternatives and we happen to have an interesting combination of positive factors for precious metals in general. Strong...
by lauren@ldpdevelopment.co.za | Jun 7, 2019 | American Equities, Investment Ideas
In our various articles on the theme of the END OF TECH published since March 2018, we highlighted the fact that the FAANGs had become supranational companies dealing with billions of users across borders, collecting sensitive data on their digital behaviour and...
by lauren@ldpdevelopment.co.za | May 31, 2019 | commodities, Investment Ideas
Timing is Everything ! On May 3rd 2019, we made a strategic call to BUY SOFT COMMODITIES highlighting their long term and short term depressed stage and the massive short positions accumulated in that space by hedge funds and producers. Over the...
by lauren@ldpdevelopment.co.za | Mar 26, 2019 | Asian Equities, Equities, Investment Ideas
Tomorrow, China’s two largest banks – the world’s two largest banks in fact – report their earnings for the 4th quarter and the full year 2018. We take this opportunity to revisit the valuations of China’s 4 largest state-owned banks. And we come to the conclusion...
by lauren@ldpdevelopment.co.za | Mar 19, 2019 | commodities, Investment Ideas
For the first time in two years, we are back into the soft commodity space and agricultural products in particular. What attracts our attention are the massive short positions built hedge funds over the past few months while agricultural products are already at...
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